Sandy Guidicianne is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 15 years of industry experience. She is currently with Mariner Wealth Advisors and has previously worked at J.P. Morgan Securities and First Republic Investment Management. Mariner serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers customized investment management, financial planning, coordinated tax services, and specialized family office and employer financial wellness solutions, combining in-house research with third-party strategies.

Mikayla Michienzi is a financial advisor at Oppenheimer with eight years of industry experience. She holds a Series 66 designation and has worked at Oppenheimer since 2019, following prior roles at Morgan Stanley Private Bank and Schneider Associates. Outside of her advisory work, she is involved with CorePower Yoga in Boston, supporting studio operations. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a broad range of investment and retirement services through both discretionary and non-discretionary strategies. The firm combines asset management, consulting, and financial planning with custody of client assets and a mix of fee-based and commission-based programs.

Mark Panarese is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His career includes longstanding roles within Rockefeller-affiliated firms, dating back to 2004. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with services that include securities transactions, variable insurance products, and investment banking.

Brooke Smith is a financial advisor with Commonwealth Financial Network and co-owner of OpenRoad Wealth Advisors, LLC. She holds a Series 66 designation and has two years of industry experience. Prior to her current roles, she worked at Edward Jones and has experience in other industries including operations at Freight Farms, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, compliance, and practice management while offering access to discretionary model portfolios and multiple program structures.

Susan Harkin is a financial advisor at OSAIC Institutions, Inc. with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Bank of Canton since 2002 and at infinex Investments, Inc. since 2000. Outside of her advisory work, she is an independent consultant for Arbonne, focusing on skin care, cosmetics, and nutrition products. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a distinctive structure that includes a lending marketplace and third-party promoter network.

Kenneth Connors is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2021. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, combining discretionary and non-discretionary management with oversight from dedicated research and advisory teams.

Jenna Desmarais is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. She holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Voya, she held roles at Fidelity Investments and various businesses outside finance. Voya Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning and portfolio management services with a focus on investment policy statements and model allocations, combining both in-house and external strategists supported by technology-enabled tools.

David Shnitzer is a CFP® professional at Capital Analysts with 22 years of experience in the financial services industry. He previously worked at Ameriprise Financial Services, Inc. for 19 years before joining Capital Analysts and Lincoln Investment in 2024. Outside of his advisory role, he is a founding board member and treasurer of Cameroon One, a nonprofit focused on alternative orphan care. Capital Analysts serves a diverse client base—including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations—offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management through both discretionary in-house teams and non-discretionary third-party advisors.

Lisa Prezzano is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Empower, Kronos, ADP, and AARP Financial. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver financial planning, portfolio management, and retirement services through a large network of advisers.

Cameron Aleksa is a financial advisor with Empower Advisory Group based in Dorchester, MA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at GWFS Equities, Inc. and Putnam Investments, as well as an academic position at the University of Massachusetts Lowell. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Joseph Valenty is a financial advisor at PNC Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Osaic Wealth and PNC Investments LLC. Outside of his financial advisory role, Valenty serves as a Judge of Elections for the Allegheny County Board of Elections. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implements investments primarily via mutual funds and ETFs.

Adam Armstrong is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at Pinnacle Associates, Ltd., Withum Wealth Management, Duco Technologies, Fisher Investments, and Equitable Advisors. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Jacob Dickson is a Series 66-licensed financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. His prior roles include positions at LPL Enterprise and The Prudential Insurance Company of America. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives, utilizing both in-house and third-party strategies alongside technology-enabled tools to implement client recommendations.

Jason Duponte is a financial advisor at TIAA-CREF with 25 years of industry experience. He has been with TIAA-CREF since 2008. Outside of advising, he owns and manages a single-family rental property. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm’s advisory model separates one-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund while employing a fiduciary standard tailored to service scope.

Jonathan Sullivan is a financial advisor at Guardian Life with 24 years of industry experience. He holds a Series 66 designation and has been with Guardian Life since 2007, following a prior role at Wells Fargo Clearing. In addition to his advisory work, he is involved in insurance brokerage for group medical, dental, disability, and life coverage for small businesses. Guardian Life, through its subsidiary Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party advisory solutions, and a digital platform, tailoring client relationships with a range of financial planning and consulting services.

David Tremblay is a CFP® professional with 10 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Cooper Lapman Financial, RBC Capital Markets, Morgan Stanley Smith Barney, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Michael Carretta is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 18 years of industry experience, including over two decades with Commonwealth and most recently joining LPL Financial LLC. He is based in Waltham, MA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, providing various investment options through both internal and external model portfolios.

Brett Lonergan is a CFP® and CFA® with seven years of industry experience. He currently operates a financial services practice through his ownership in Northward Financial Group and is affiliated with Private Advisor Group, LLC. His prior experience includes roles at Washington Trust Advisors, Inc. and Weston Financial Group, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while offering access to third-party managers and proprietary solutions like WealthSuite.

Ty Rocheleau is a CFP® and Series 66 credentialed advisor with 19 years of industry experience. He has been with Commonwealth Financial Network since 2006 and also works with Strategic Financial Alliance. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Anthony Kosinski is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at The Colony Group, LLC, GW & Wade, LLC, GW & Wade Asset Management Company, and DeFranceschi & Klemm PC. Outside of his advisory role, he is involved in buying and selling sports trading cards as a sole practitioner. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management, advisory, and consulting services. The firm employs an investment approach that combines active and passive strategies within a long-term, tax- and fee-sensitive portfolio framework.